Best Financial Advisors in Fort Lauderdale, FL

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List of Firms

Fort Lauderdale, FL Fiduciary Financial Advisors

Edward Jones - Financial Advisor: Vinay Bharadwa
5 out of 5
Location 2400 E Commercial Blvd Ste 512, Fort Lauderdale, FL 33308, USA
Phone (954) 493-8651
Northwestern Mutual
5 out of 5
Location 500 E Broward Blvd #2000, Fort Lauderdale, FL 33394, USA
Phone (954) 735-9000
Merrill Lynch Wealth Management Advisor Anne B Dolph
Location 401 E Las Olas Blvd, Fort Lauderdale, FL 33301, USA
Phone (954) 357-4581
Edward Jones - Financial Advisor: Darcy J Beeman, CFP®
SEC File# 801-3297
CRD# 250
5 out of 5
Location 717 SE 2nd St Ste 204, Fort Lauderdale, FL 33301, USA
Phone (954) 463-1933
Edward Hussey - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 350 E Las Olas Blvd Ste 1700, Fort Lauderdale, FL 33301, USA
Phone (954) 308-4971
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Tracey Cramer - Financial Advisor, Ameriprise Financial Services, LLC
Location 350 E Las Olas Blvd Ste 1700, Fort Lauderdale, FL 33301, USA
Phone (954) 308-4904
Vivien Balcker - Private Wealth Advisor, Ameriprise Financial Services, LLC
Location 350 E Las Olas Blvd Ste 1700, Fort Lauderdale, FL 33301, USA
Phone (954) 308-4968
George Fischer - Financial Advisor, Ameriprise Financial Services, LLC
Location 350 E Las Olas Blvd Ste 1700, Fort Lauderdale, FL 33301, USA
Phone (954) 308-4914
Scott Gribbons - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 350 E Las Olas Blvd Ste 1700, Fort Lauderdale, FL 33301, USA
Phone (954) 308-4949
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
John Piotrowski - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 350 E Las Olas Blvd Ste 1700, Fort Lauderdale, FL 33301, USA
Phone (954) 308-4905
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Provenance Wealth Advisors
SEC File# 801-113505
CRD# 126529
Location 515 E Las Olas Blvd # 15 Floor, Fort Lauderdale, FL 33301, USA
Phone (954) 712-8888
Time Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 6:00 PM Saturday: Closed Sunday: Closed
Raymond James & Associates
SEC File# 801-10418
CRD# 705
Location 515 E Las Olas Blvd Suite 800, Fort Lauderdale, FL 33301, USA
Phone (954) 847-5260
Global Wealth Management
SEC File# 801-71368
CRD# 153677
5 out of 5
Location 2810 E Oakland Park Blvd, Fort Lauderdale, FL 33306, USA
Phone (954) 533-7144
Time Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed
Merrill Lynch Wealth Management Advisor Jack D Sharpe
Location 401 E Las Olas Blvd, Fort Lauderdale, FL 33301, USA
Phone (954) 357-4541
The Garvin Financial Team - UBS Financial Services Inc.
Location 401 E Las Olas Blvd Suite 2300, Fort Lauderdale, FL 33301, USA
Phone (954) 468-2216
Lee Rumley - RBC Wealth Management Financial Advisor
Location 500 E Broward Blvd Suite 2200, Fort Lauderdale, FL 33394, USA
Phone (954) 766-7190
Isabelle Grard - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 6451 N Federal Hwy Ste 122, Fort Lauderdale, FL 33308, USA
Phone (954) 332-2411
Fiori Financial Group
Location 205 SE 20th St, Fort Lauderdale, FL 33316, USA
Phone (954) 763-2600
Sands Financial Services
Location 6750 N Andrews Ave Suite 200, Fort Lauderdale, FL 33309, USA
Phone (954) 609-2963
Alex Montague - RBC Wealth Management Financial Advisor
Location 500 E Broward Blvd Suite 2200, Fort Lauderdale, FL 33394, USA
Phone (954) 766-7237
1650 Wealth Management
Location 255 E Commercial Blvd #200, Fort Lauderdale, FL 33308, USA
Phone (954) 903-0009
Chris Price Financial Planner
Location 1000 Corporate Dr Floor 7, Suite CP, Fort Lauderdale, FL 33334, USA
Phone (954) 625-1531
Foreman Cook Wealth Management - Morgan Stanley Financial Advisors
Location 350 E Las Olas Blvd Suite 1200, Fort Lauderdale, FL 33301, USA
Phone (954) 713-8444
RBC Wealth Management Branch - Fort Lauderdale
5 out of 5
Location 500 E Broward Blvd Suite 2200, Fort Lauderdale, FL 33394, USA
Phone (954) 766-7200
Edward Jones - Financial Advisor: James Senior
SEC File# 801-3297
CRD# 250
5 out of 5
Location 3471 N Federal Hwy Ste 601, Fort Lauderdale, FL 33306, USA
Phone (954) 565-5882
Peter Anderson - Raymond James
Location 200 E Las Olas Blvd Ste 1040, Fort Lauderdale, FL 33301, USA
Phone (954) 205-5009
Edward Jones - Financial Advisor: William F Biddle, CFP®|AAMS™|CRPC®
SEC File# 801-3297
CRD# 250
Location 717 SE 2nd St Ste 204, Fort Lauderdale, FL 33301, USA
Phone (954) 463-1933
Bryant Park Wealth Advisors - Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 6750 N Andrews Ave Ste 200, Fort Lauderdale, FL 33309, USA
Phone (646) 292-8005
Mandart & Grard Financial Group - Ameriprise Financial Services, LLC
Location 6451 N Federal Hwy Ste 122, Fort Lauderdale, FL 33308, USA
Phone (954) 332-2411
DTY Wealth Planning Solutions
SEC File# 801-69511
CRD# 125112
Location 3343 W Commercial Blvd # 107, Fort Lauderdale, FL 33309, USA
Phone (954) 933-6565
Rio Vista Wealth Management Advisors - UBS Financial Services Inc.
Location 401 E Las Olas Blvd Suite 2300, Fort Lauderdale, FL 33301, USA
Phone (954) 468-2242
Merrill Lynch Wealth Management Advisor ALAN BLUESTEIN
Location 401 E Las Olas Blvd, Fort Lauderdale, FL 33301, USA
Phone (954) 357-4543
Yermak Financial Advisors
Location 226 SE 12th Ave, Fort Lauderdale, FL 33301, USA
Phone (954) 651-9935
The Blake Wealth Management Group - UBS Financial Services Inc.
Location 401 E Las Olas Blvd Suite 2300, Fort Lauderdale, FL 33301, USA
Phone (954) 527-6376
Douglas Schrager - Financial Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
Location 350 E Las Olas Blvd Ste 1700, Fort Lauderdale, FL 33301, USA
Phone (954) 308-4954
Tom Fread - Financial Advisor, Ameriprise Financial Services, LLC
Location 350 E Las Olas Blvd Ste 1700, Fort Lauderdale, FL 33301, USA
Phone (954) 308-4901
Edward Jones - Financial Advisor: Cheryl Balaban
SEC File# 801-3297
CRD# 250
4 out of 5
Location 1700 E Las Olas Blvd Suite 309, Fort Lauderdale, FL 33301, USA
Phone (954) 566-6829
Peter Catenacci - Private Wealth Advisor, Ameriprise Financial Services, LLC
SEC File# 801-28543
CRD# 6363
5 out of 5
Location 6750 N Andrews Ave Ste 200, Fort Lauderdale, FL 33309, USA
Phone (646) 292-8005
Sussman Financial Planning
Location 110 E Broward Blvd Ste 1723, Fort Lauderdale, FL 33301, USA
Phone (561) 487-2808
Premier Wealth Planning
4 out of 5
Location 6365 NW 6th Way Suite 160, Fort Lauderdale, FL 33309, USA
Phone (954) 399-7100
Tony Bonell - Financial Advisor, Ameriprise Financial Services, LLC
Location 350 E Las Olas Blvd Ste 1700, Fort Lauderdale, FL 33301, USA
Phone (954) 308-4938
Francis Maus - Raymond James
Location 401 E Las Olas Blvd Ste 1400, Fort Lauderdale, FL 33301, USA
Phone (954) 728-2899
Freedom Advisory, LLC
5 out of 5
Location 500 E Broward Blvd Suite #1710, Fort Lauderdale, FL 33394, USA
Phone (954) 848-2884
Financial Advisors in Fort Lauderdale, FL

Where Certified Financial Advisors in Fort Lauderdale, FL Serve

Fort Lauderdale is a city located in Broward County, Florida. The city is situated on the Atlantic coast and is known for its beaches and waterways. Some of the city's most popular landmarks include the Fort Lauderdale Beach, the Las Olas Riverwalk, and Hugh Taylor Birch State Park. Major employers in Fort Lauderdale include Carnival Cruise Line, Royal Caribbean Cruises Ltd., and AutoNation. Some of the major highways and streets in Fort Lauderdale include Interstate 95, State Road A1A, and Federal Highway. The neighborhoods in Fort Lauderdale vary in terms of their demographics and socioeconomic characteristics. Eagle Harbor, Black Hammock, and Lakeside at Fleming Island.

Services Provided by Fee Based and Fee Only Financial Advisors

Banks and Credit Unions

Banks in Fort Lauderdale, FL offer a wide variety of services to their customers. Some of these services include checking and savings accounts, loans, mortgages, and credit cards. Banks also offer a number of other services, such as online banking, bill pay, and mobile banking. Many banks have ATMs located throughout the city for customer convenience.

Insurance Broker

Residents of Fort Lauderdale, FL can benefit from the services of insurance brokers. Insurance brokers can help residents find the best insurance policies for their needs and budget. They can also help residents file claims and get the money they deserve after an accident or other incident.

Retirement Planning

Financial advisors in Fort Lauderdale, FL can help residents create a retirement plan that will meet their needs. Many people do not know how to properly save for retirement, and as a result, they may not have enough money saved up when it comes time to retire. Financial advisors can work with residents to set savings goals and create a plan that will help them reach those goals. They can also provide advice on investments and other ways to save money for retirement.

Wealth Management

Fort Lauderdale is a city located in Broward County, Florida. As of the 2010 census, the population was 165,521. Fort Lauderdale is nicknamed "The Venice of America" due to its extensive system of canals and waterways. Wealth management has become a popular solution for many Fort Lauderdale residents. Wealth management services offer individuals and families a variety of solutions to help them grow, protect and manage their wealth. Services can include investment management, tax planning and estate planning. Wealth management can be an invaluable resource for Fort Lauderdale residents who want to make sure their assets are protected and that they are taking advantage of all available tax breaks. A qualified wealth manager can work with you to create a plan that fits your specific needs and goals.

Estate Planning Lawyer

Estate planning lawyers in Fort Lauderdale, FL can help residents create wills and estate plans. Wills are important documents that state how a person's property should be distributed after they die. An estate plan is a comprehensive document that includes a will as well as other instructions for handling a person's finances and medical care after they die.

Mortgage Loan Officer

Mortgage loan officers based in Fort Lauderdale, FL can help residents obtain home loans and mortgages. They can also offer advice on the best way to secure a mortgage and how to get the best interest rate. In addition, mortgage loan officers can help residents understand the different types of mortgages available and which one is best for them.

Tax Services

As tax accountants in Fort Lauderdale, FL, we are committed to helping our clients save money and stay compliant with the law. Our services include: tax preparation, bookkeeping, and more. We work hard to ensure that our clients receive the best possible service and advice.

FREQUENTLY ASKED QUESTIONS

FAQs About Personal Financial Advisors in Fort Lauderdale, FL